Pinnacle Wealth Planning Services, Inc. Purchases in Q3 2024

Pinnacle Wealth Planning Services, Inc.

  • $733 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
333K
+ 9.11%
$25.19 - $25.5 $8.38M - $8.48M
3.98M $101M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
35.1K
+ 2.39%
$41.02 - $46.01 $1.44M - $1.62M
1.51M $68.6M
AAPL
Apple Inc.

Technology
8.01K
+ 8.98%
$207.23 - $234.82 $1.66M - $1.88M
97.2K $22.6M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
44.2K
+ 6.95%
$24.86 - $26.33 $1.1M - $1.16M
679K $17.8M
TSLA
Tesla, Inc.

Consumer Cyclical
220
+ 1.22%
$191.76 - $263.26 $42.2K - $57.9K
18.2K $4.77M
META
Meta Platforms, Inc.

Communication Services
60
+ 0.43%
$453.41 - $572.44 $27.2K - $34.3K
13.9K $7.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
881
+ 9.0%
$405.19 - $478.57 $357K - $422K
10.7K $4.91M
PG
Procter & Gamble CO

Consumer Defensive
3.74K
+ 20.72%
$160.76 - $177.82 $601K - $665K
21.8K $3.77M
EFV
Msci Eafe Value ETF

ETFs
2.17K
+ 1.61%
$51.72 - $57.96 $112K - $126K
137K $7.88M
EMLP
First Tr Exchange Traded Iv

ETFs
4.5K
+ 3.02%
$30.38 - $34.0 $137K - $153K
154K $5.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
841
New
$475.2 - $527.7 $400K - $444K
841 $443K
AVGO
Broadcom Inc.

Technology
21K
+ 942.62%
$136.27 - $1745.86 $2.86M - $36.7M
23.2K $4.01M
HD
Home Depot, Inc.

Consumer Cyclical
95
+ 1.49%
$333.64 - $405.2 $31.7K - $38.5K
6.47K $2.62M
ABBV
Abb Vie Inc.

Healthcare
126
+ 0.84%
$163.84 - $199.33 $20.6K - $25.1K
15.1K $2.98M
BDX
Becton Dickinson & CO

Healthcare
1.67K
New
$221.47 - $242.41 $371K - $406K
1.67K $403K
V
Visa Inc.

Financial Services
771
+ 5.98%
$253.74 - $291.56 $196K - $225K
13.7K $3.76M
EMTL
Spdr Doubleline Emerging Marke

ETFs
2.87K
+ 1.57%
$41.96 - $43.49 $120K - $125K
185K $8.04M
IBM
International Business Machines Corp

Technology
478
+ 9.7%
$175.1 - $223.38 $83.7K - $107K
5.41K $1.2M
JPM
Jpmorgan Chase & CO

Financial Services
899
+ 5.3%
$194.9 - $224.8 $175K - $202K
17.9K $3.76M
QQQ
Invesco Qqq Trust, Series 1

ETFs
660
+ 57.39%
$434.77 - $502.96 $287K - $332K
1.81K $883K
EFG
Msci Eafe Growth ETF

ETFs
796
+ 1.72%
$96.84 - $108.77 $77.1K - $86.6K
47K $5.06M
URI
United Rentals, Inc.

Industrials
295
+ 52.03%
$627.41 - $814.1 $185K - $240K
862 $697K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.21K
+ 16.51%
$80.44 - $110.41 $97.5K - $134K
8.56K $944K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.03K
New
$72.18 - $107.33 $218K - $325K
3.03K $321K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.7K
New
$51.02 - $52.74 $291K - $301K
5.7K $300K
MA
Mastercard Inc

Financial Services
54
+ 1.05%
$429.6 - $500.99 $23.2K - $27.1K
5.22K $2.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
127
+ 1.71%
$517.38 - $573.86 $65.7K - $72.9K
7.54K $4.32M
CBRE
Cbre Group, Inc.

Real Estate
2.32K
New
$85.97 - $124.48 $199K - $289K
2.32K $288K
IWV
Ishares Russell 3000 ETF

ETFs
865
New
$294.75 - $326.73 $255K - $283K
865 $282K
MT
Arcelor Mittal

Basic Materials
10.4K
New
$21.09 - $26.26 $218K - $272K
10.4K $271K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.53K
+ 20.38%
$57.22 - $80.08 $87.3K - $122K
9.01K $703K
ALLE
Allegion PLC

Industrials
1.79K
New
$114.67 - $145.7 $205K - $260K
1.79K $260K
CHKP
Check Point Software Technologies LTD

Technology
1.35K
New
$165.0 - $195.47 $222K - $263K
1.35K $259K
PGR
Progressive Corp

Financial Services
120
+ 2.44%
$209.46 - $259.24 $25.1K - $31.1K
5.04K $1.28M
MRVL
Marvell Technology, Inc.

Technology
3.46K
New
$56.15 - $76.24 $194K - $264K
3.46K $249K
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.96K
New
$47.28 - $62.24 $187K - $246K
3.96K $242K
YJUN
First Tr Exchange Traded Fd Vi
10.6K
New
$21.48 - $23.09 $227K - $244K
10.6K $241K
LPX
Louisiana Pacific Corp

Industrials
2.25K
New
$80.06 - $107.45 $180K - $242K
2.25K $241K
VRT
Vertiv Holdings CO

Industrials
2.78K
New
$86.66 - $86.66 $241K - $241K
2.78K $240K
BXP
Boston Properties Inc

Real Estate
2.96K
New
$60.3 - $82.49 $179K - $244K
2.96K $238K
SBAC
Sba Communications Corp

Real Estate
984
New
$189.0 - $245.01 $186K - $241K
984 $236K
NVR
Nvr Inc

Consumer Cyclical
24
New
$7421.51 - $9811.8 $178K - $235K
24 $235K
ATI
Allegheny Technologies Inc

Industrials
3.52K
New
$54.26 - $67.71 $191K - $239K
3.52K $235K
ACN
Accenture PLC

Technology
11
+ 0.24%
$295.44 - $355.81 $3.25K - $3.91K
4.61K $1.63M
QJUN
First Tr ETF
8.4K
+ 64.32%
$24.85 - $27.22 $209K - $229K
21.5K $579K
GL
Globe Life Inc.

Financial Services
2.21K
New
$80.92 - $109.6 $178K - $242K
2.21K $233K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
7.16K
+ 3.55%
$18.35 - $19.01 $131K - $136K
209K $3.96M
EXP
Eagle Materials Inc

Basic Materials
804
New
$212.39 - $292.18 $171K - $235K
804 $231K
ATR
Aptargroup, Inc.

Healthcare
1.44K
New
$138.54 - $160.11 $200K - $231K
1.44K $231K
Activity Summary
Buys All Purchases 202 New Holdings 64 Increased Positions 138 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email